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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| FAIRLIGHT ADVISORS CRD 305352 | San Francisco, CA | Advisory firm LLC | $109.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BONNEMA WEALTH MANAGEMENT LLC CRD 173526 | Scottsdale, AZ | Advisory firm LLC | $109.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EASTOWN FINANCIAL ADVISORS, LLC CRD 305675 | Grand Rapids, MI | Advisory firm LLC | $109.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPIRE ADVISORS, LLC CRD 150652 | North White Plains, NY | Advisory firm LLC | $109.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NK CAPITAL LLC CRD 318615 | NY | Advisory firm LLC | $109.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GOAL QUEST ADVISORS, LLC CRD 159361 | Berwyn, PA | Advisory firm LLC | $109.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RLJ EQUITY PARTNERS, LLC CRD 162006 | Bethesda, MD | Advisory firm LLC | $109.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LYONS WEALTH MANAGEMENT CRD 150581 | Winter Park, FL | Advisory firm LLC | $109.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SKYPOINT CAPITAL ADVISORS, LLC CRD 314979 | Atlanta, GA | Advisory firm LLC | $109.0M | 1 advisors | Percentage of AUM | View | |
| COMPLETE INVESTMENT ADVISORY, LLC CRD 166876 | Fargo, ND | Advisory firm LLC | $109.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FINISH WELL RIA LLC CRD 321957 | Columbus, OH | Advisory firm LLC | $109.0M | 2 advisors | Fixed fees | View | |
| LANYON ADVISORY SERVICES CRD 282424 | Del Mar, CA | Advisory firm LLC | $109.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| A BETTER WAY FINANCIAL, LLC CRD 304914 | Allentown, PA | Advisory firm LLC | $109.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TOAMS FINANCIAL CRD 300043 | Jacksonville, FL | Advisory firm LLC | $108.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ISLET MANAGEMENT, LP CRD 290576 | New York, NY | Advisory firm LP | $108.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE GRANITE CAPITAL, LLC CRD 125607 | Charleston, SC | Advisory firm LLC | $108.8M | 3 advisors | Percentage of AUM | View | |
| THE INVESTMENT CONNECTION LLC CRD 171533 | Bridgewater, NJ | Advisory firm LLC | $108.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHBROOK FINANCIAL CRD 309060 | Baltimore, MD | Advisory firm LLC | $108.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WESSEL INVESTMENT COUNSEL, L.L.C. CRD 129911 | Asheville, NC | Advisory firm LLC | $108.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUIGLEY FINANCIAL LLC CRD 144704 | — | Advisory firm LLC | $108.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| TEN PEAKS PARTNERS L.L.C. CRD 169364 | Clayton, MO | Advisory firm LLC | $108.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DOUBLE EAGLE WEALTH MANAGEMENT LLC CRD 330398 | Dallas, TX | Advisory firm LLC | $108.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVACORE CRD 330893 | New York, NY | Advisory firm LLC | $108.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 323 WEALTH MANAGEMENT, LLC CRD 307266 | Flower Mound, TX | Advisory firm LLC | $108.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |